Coursera’s stock is making waves across the online education and investing sectors, hitting a near 52-week high after KeyBanc Capital Markets raised its price target to $12 from $11. The move comes amid a 41.5% rally in Coursera shares over the past week, cementing investor confidence in the company’s growth outlook and earnings potential.
Q2 Results Exceed Expectations, Fueling Analyst Optimism
Coursera’s second-quarter 2025 results have become the talk of Wall Street. Total revenue grew by approximately 10%, up from 6.1% in Q1. This acceleration was driven by robust subscription growth and better conversion in the Consumer segment. Revenue reached $187.1 million, surpassing analyst estimates of $180.56 million. EPS came in at $0.12—well ahead of the projected $0.09.
The company’s margins outperformed consensus across both its Consumer and Enterprise segments, each growing nearly 10% year-over-year. These solid metrics triggered RBC Capital to raise its price target for Coursera to $13, while maintaining an Outperform rating.
Strategic Execution Strengthens Financial Position
Coursera is not just growing—it’s growing wisely. The company has raised its full-year 2025 revenue guidance by more than the Q2 beat, signaling strong momentum in its Consumer business. Its financial stability remains sound, with a current ratio of 2.55, reflecting healthy liquidity and the ability to cover short-term liabilities with ease.
In addition, EBITDA for the second quarter came in above expectations, prompting an upward revision in the full-year EBITDA outlook. InvestingPro noted that eight analysts have revised their earnings projections upwards, underscoring the company’s rising credibility among market watchers.
Analysts Back Coursera’s Strategic Growth Vision
KeyBanc praised Coursera’s sharpened focus on scalable growth. The firm highlighted its investments in product innovation, content partnerships, and go-to-market strategies as critical drivers. The recent report—aptly titled A Breakaway Performance—underlines the company’s improving fundamentals and long-term potential, especially in the Enterprise space.
Coursera’s emphasis on branded content and future-ready learning continues to resonate with learners and enterprises alike. With tailwinds across the digital education landscape, Coursera is positioning itself as a frontrunner in the sector.
What’s Next for Coursera?
With multiple analyst upgrades, positive earnings surprises, and bullish financial guidance, Coursera seems set to maintain its upward trajectory. As investors continue to track its performance, all eyes remain on how well it sustains momentum in the second half of 2025.
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